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Customer | Team — Manages team

Last updated on Oct 09, 2026

Describes the Team section of the Member Portal — where an organization's Admin manages their own team members.

Overview

  • Entry point: Main menu → Team (only shown if your organization has the Members feature enabled, and typically visible to Admin-role members).

  • Team currently has one working area: Members. A "Roles" area exists in the code but isn't built out or linked in the menu yet — treat it as not available.

  • This is separate from the staff-side "Team" in the admin app — here you're only managing your own company's people, not the coworking operator's staff.

1. Members

Viewing the list

  • Search box: Search Members

  • Filters: Roles (multi-select), Status (Active / Deactivated / Invitation Pending — Active + Invitation Pending shown by default)

  • Reset button clears filters back to default

  • Columns: Name (avatar + name), Contact (email + phone), Seat/Room #, Account Role, Status

  • Status shown as icon with tooltip: Active, Invite Pending, User Deactivated

  • Row menu: Edit Information, Deactivate, Remove, plus (only while status is Invitation Pending) Resend Invite and Cancel Invitation. Menu is disabled for deactivated members.

Inviting a Member

  1. Click Invite Member.

  2. Fill in:

  • Profile photo (optional)

  • First Name* and Last Name* (required)

  • Email* (required, must be a valid email)

  • Phone Number (optional)

  • Primary Location* (required — which of your organization's locations this member belongs to)

  • Account Role* (required, multi-select — you can assign more than one role)

  • Seat / Room # (optional)

  1. Click Send Invite — the new member receives an invitation; their status shows Invitation Pending until they accept.

Editing a Member

  • Row menu → Edit Information → same form, pre-filled → button changes to Update.

Resend / Cancel Invite

  • While a member's status is Invitation Pending, you can Resend Invite (send the invitation again) or Cancel Invitation (withdraw it).

Deactivate / Remove

  • Row menu → Deactivate — disables the member's access but keeps their record.

  • Row menu → Remove — permanently deletes the member from your team (confirmation required).

General Notes

  • Only Admin-role members are typically able to manage the team (invite, edit, deactivate, remove); regular Users generally won't have access to this section.

  • Every Deactivate/Remove action requires confirmation before it takes effect.